[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Keith Kaplan [@KeithTradeSmith](/creator/twitter/KeithTradeSmith) on x 1260 followers Created: 2025-07-18 11:34:00 UTC BULLISH SENTIMENT: Consumer Discretionary $XLY is outperforming Consumer Staples $XLP in the aftermath of the "Big Beautiful Bill" becoming law. Wall Street continues to unwind the defensive positions they built up earlier this year as they rotate into more aggressive profit-generating positions. The tide is rising - great chart from @swadehansen.  XXX engagements  **Related Topics** [tide](/topic/tide) [positions](/topic/positions) [wall street](/topic/wall-street) [$xlp](/topic/$xlp) [staples](/topic/staples) [$xly](/topic/$xly) [Sentiment](/topic/sentiment) [Post Link](https://x.com/KeithTradeSmith/status/1946171592888778852)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Keith Kaplan @KeithTradeSmith on x 1260 followers
Created: 2025-07-18 11:34:00 UTC
BULLISH SENTIMENT: Consumer Discretionary $XLY is outperforming Consumer Staples $XLP in the aftermath of the "Big Beautiful Bill" becoming law.
Wall Street continues to unwind the defensive positions they built up earlier this year as they rotate into more aggressive profit-generating positions.
The tide is rising - great chart from @swadehansen.
XXX engagements
Related Topics tide positions wall street $xlp staples $xly Sentiment
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